Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Banking Relationship Manager

Texas Capital

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at Responsibilities Build a portfolio through existing relationships, business development and internal referrals from commercial banking partners Provide loan and deposit products to affluent individuals and families including interim construction loans, mortgages, securities-based lending, private aircraft lending and exclusive deposit products Partner with teammates to deliver investment management, trust and estate administration, and wealth strategy capabilities to clients Structure and price credit opportunities in cooperation with local underwriting and credit approval Manage the portfolio on an on-going basis in conjunction with a Relationship Associate/Lending Assistant Provide exceptional customer service to clients Represent Texas Capital Bank in the community Follow trends in industry and stays current with changes in lending practices Qualifications Minimum 9 years relevant banking experience required with at least seven years in private banking preferred. Bachelor’s degree in Accounting, Finance, Business Administration or equivalent/relevant program; MBA preferred Formal credit training required Experience with private client loans in the $1 million to $25 million range Advanced ability to build and manage a loan and deposit portfolio Proven success in developing, cultivating and maintaining client relationships with increased complexity (size of organization, number of deals, etc.) Advanced ability to recommend innovative solutions for our clients Advanced ability to interact negotiate and influence at more senior levels in the organization Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional communication, negotiation and presentation skills. Proficiency in the use of software tools for reports, audits, analysis and presentations Ability to manage competing priorities on concurrent projects and initiatives. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer. #J-18808-Ljbffr Texas Capital

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Banking Relationship Manager in Wisconsin vacancy
  • Texas Capital is seeking an experienced private banking professional to build and manage a high-net-worth client portfolio in Wisconsin. You will provide...  ...and trust teams, and maintain strong client relationships across the full wealth spectrum. The role emphasizes... 
    Suggested

    Texas Capital

    Wisconsin
    2 days ago
  •  ...Relationship BankerBank of Luxemburg is a community bank with a mission To Have a Positive Impact on People's Lives. We are currently seeking a Relationship Banker...  ...customers.Attention to detail and ability to manage multiple tasks accurately.Technical proficiency with... 
    Suggested
    Work at office
    Day shift

    Bank of Luxemburg

    Fish Creek, WI
    2 days ago
  • $41.71k - $65k

     ...1 N Main StreetJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service...  ...appointments, and building new relationships within the community.Addresses questions...  ...policies and processes.Applies the risk management framework to the portfolio to protect the... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Wisconsin
    3 days ago
  • $17 - $28.96 per hour

     ...Relationship BankerAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths...  ...customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed... 
    Suggested
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Viroqua, WI
    2 days ago
  • $41.71k - $65k

     ...identify financial solutions and preferred banking channels while recommending tailored...  ...appointments, and building new relationships within the community. Addresses questions...  ...policies and processes. Applies the risk management framework to the portfolio to protect the... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Eagle River, WI
    2 days ago
  •  ...About The Role As a Relationship Banker you will be the primary point of contact for our customers...  .... Your role will support growth of the bank’s market share through new account...  ...well as engage with them as a relationship manager to recommend products and services that... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Monday to Friday
    Flexible hours

    Foothills Bank

    Wisconsin
    22 hours ago
  •  ...Responsibilities include assessing financial needs, recommending tailored banking solutions, and supporting transaction needs. The ideal...  ..., and strong interpersonal skills to foster customer relationships. This role offers a competitive salary and the opportunity to... 

    BMO U.S.

    Woodruff, WI
    1 day ago
  •  ...following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify...  ...enforcing compliance and privacy policies maintained by the Bank. Establish, retain, and deepen relationships with existing and... 

    Opportunity Bank of Montana

    Wisconsin
    3 days ago
  • $17 - $29.75 per hour

     ...Relationship Banker Job Locations US-WI-Bayfield Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2026-20261 Workplace Type On Site...  ...outreach, follow-up, and ongoing relationship management. Identify opportunities to introduce... 
    Full time

    Old National Bank

    Bayfield, WI
    4 days ago
  •  ..., North Carolina. 27021. Position Title Relationship Banker Business Unit Retail Reports to Varies...  ...develop proficiency of basic consumer banking transactions, account servicing, and...  ...of branch leads at the direction of the Manager, consistent execution of all customer transaction... 
    Work at office

    F.N.B. Corporation

    King, WI
    2 days ago
  •  ...Job Summary As a Relationship Banker (RB) you will be responsible for building, expanding, and retaining existing client relationships while...  ...assess clients’ financial needs and offer solutions across the bank’s products and services, promoting Simmons solutions through... 
    Night shift

    Simmons Bank

    Wisconsin
    1 day ago
  •  ...(n) Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee...  ...connect with their recruiter and hiring manager to understand workplace expectations and...  ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Milwaukee, WI
    3 days ago
  • $20.55 - $25.05 per hour

     ...learn, to connect with others, and build relationships with the people around you. You’ll have...  .... And after 160 years, we know Commerce Bank is only at its best when our people are....  ...attention to detail and the ability to manage multiple priorities Team player with excellent... 
    Hourly pay
    Part time
    Monday to Friday
    Shift work

    Commerce Bank

    Springfield, WI
    3 days ago
  • $25 - $38.46 per hour

    ## Licensed Private Client BankerApplylocations: Mcminnville, ORtime...  ...focus on the entire client relationship with a plan-based approach to...  ...Investment Services, Private Bank, Mortgage or Business Banking...  ...current clients; effectively managing internal and external centers... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    KeyCorp

    Oregon, WI
    1 day ago
  •  ...responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial...  ...and making them feel appreciated, including managing lobby traffic, checking members into the waiting... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Shift work

    JSC Federal Credit Union

    Wausau, WI
    3 days ago
  •  ...As a Personal Banker within PNC's Retail Banking organization, you will be based in...  ...connect with their recruiter and hiring manager to understand workplace expectations and...  ...Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Waukesha, WI
    2 days ago
  •  ...paid time off. Total Rewards also include banking perks, tuition reimbursement, an...  ...achieve this by developing a personalized relationship with our customers and by asking questions...  ...of the branch as directed by the Branch Manager. Keep up to date on deposit services procedures... 
    Contract work
    Temporary work

    First Mid-Illinois Bancshares

    Beloit, WI
    4 days ago
  •  ...een betrouwbare partner voor heel wat particulieren en ondernemingen. Met meer dan 100 gedreven medewerkers, waarvan 12 actief in de bank, verspreid over 3 kantoren staan we klaar voor al onze klanten. Als specialist in personeelszaken, verzekeringen en financiën kunnen... 
    Permanent employment
    Full time

    Besox

    Cedar Grove, WI
    3 days ago
  • $23.5 - $29.5 per hour

     ...plans to improve a customer's financial position, preferred.Previous experience underwriting loans, preferred.Expert knowledge of banking and/or credit union regulations, preferred.Highly-developed interpersonal skills, a positive attitude, and a desire to help people.... 
    Hourly pay
    16 hours
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start
    Monday to Friday

    TruStone Financial Credit Union

    New Berlin, WI
    4 days ago
  •  ...Essential Functions: Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program. According to policy, open new deposit accounts, update customer files, or close accounts... 
    Work experience placement

    Armstrong Bank

    Wausau, WI
    2 days ago
  •  ...Institutional Securities, Wealth Management, and Asset Management. Wealth...  ...a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker...  ...experience Skills/Abilities Strong relationship building capabilities with... 
    Work at office

    PowerToFly

    Milwaukee, WI
    2 days ago
  •  ...SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION is seeking a seasoned banking professional to manage complex business relationships and provide exceptional service to a diverse clientele. This role requires a minimum of 15 years of business banking experience, with strong... 

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Wausau, WI
    1 day ago
  •  ...At Nicolet National Bank, our culture is based on the principles of community banking...  ...customers and business while expanding existing relationships for Nicolet and your branch, serving as...  .... Problem Resolution & Issue Management: Research and resolve account discrepancies... 
    Temporary work
    Work at office
    Local area

    Nicolet National Bank

    Whitelaw, WI
    3 days ago
  •  ...Join a Team That Invests in You WoodTrust Bank offers a professional, welcoming, and...  ...to join our Wisconsin Rapids office as a Private Banker – a key role focused on delivering...  ...than $7.6 billion in client assets under management and $675 million in bank assets, we serve... 
    Work at office
    Flexible hours

    WoodTrust Bank

    Wisconsin Rapids, WI
    1 day ago
  •  ...Branch - Whitesboro, TX 76273 Position Type: Full Time First State Bank’s mission is to treat the community as our home, customers as...  ...cross-training other staff members (II, III) Build customer relationships through needs-based conversations that drive appropriate sales... 
    Full time
    Work at office

    First State

    Wausau, WI
    1 day ago
  •  ...success. As a(n) Personal within PNC’s Retail Banking organization, you will be based in...  ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm...  ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Wausau, WI
    2 days ago
  •  ...en werkt proactief op het regionale topsegment & andere lijsten die voor je werden samengesteld. Je wordt ondersteund door de Private Banking Directeur en alle Private banking collega’s. Een kwaliteitsvolle relatie opbouwen met je prospecten, gebaseerd op vertrouwen en... 
    Internship

    Axis Group

    Cedar Grove, WI
    3 days ago
  •  ...: Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency...  ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA...  ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking...  ...and retain long‑term client relationships. While providing consultative... 
    Local area

    BOK Financial

    Wausau, WI
    1 day ago
  •  ...part of the Consumer, Small & Business Banking division. Learn more about the career areas...  ...customer experience by building relationships through proactive outreach as well as proposing...  ...applicationsReceive direction from managers and exercise judgement within defined... 
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Stoughton, WI
    2 days ago
  •  ...years of age. Acknowledge ( Bank of America employees are...  ...responsibilities include deepening client relationships through platform services,...  ...Digital Assisted Shopping Manages client interactions by taking...  ...Corp.”). Bank of America Private Bank is a division of Bank of... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Greendale, WI
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Banking Relationship Manager. Be the first to apply!